Overview of Area wise Outstanding Report in Marg Books

Process to view Area wise Outstanding Report in Marg Books

Overview of Area wise Outstanding Report in Marg Books

Area-wise Outstanding report provides a detail of outstanding balances categorized by different areas within a business. This report helps in understanding which areas are experiencing higher outstanding balances.

Process to view Area wise Outstanding Report in Marg Books

• Firstly, click on 'Report'.

• The user will click on A'rea-wise Outstanding Report' under the accounts report tab.

• The user will select area whose outstanding report needs to be view.
• Suppose select 'Laxmi Nagar' and press 'Enter' key on it.

• An 'Area wise Outstanding' report will get displayed.
• To view report date-wise, click on 'Date' option.

• The user will click on 'Configuration' to configure the following options:

a. Party Address: Select 'Yes' to view the report with party addresses; otherwise, keep it as 'No'.

b. Contact Phone: Select 'Yes' to view the report with party contact number; otherwise, keep it as 'No'.

c. With/Without P.D.C: Select 'Yes' to view the report with party pdc; otherwise, keep it as 'No'.

d. Show Overdue: Select 'Yes' to view the report with party overdue; otherwise, keep it as 'No'.

e. Less Credit Note: Select 'Yes' to view the report without party credit note; otherwise, keep it as 'No'.

f. Load Challans: Select 'Yes' to view the report with party challans; otherwise, keep it as 'No'.

e. Show Only Overdue Bills: Select 'Yes' to view the report of only overdue bills; otherwise, keep it as 'No'.

Then, press 'ESC' key.

• The user will select party to view their outstanding balance in detail.
• Suppose select 'Devbhoomi Pharma Distributors' and press 'Enter' key on it.

• The user can view the detailed outstanding of a party, where they can also see the outstanding bills associated with it.

a. Excel Icon: The user will click on Excel Icon to generate m.r. wise sale report in excel.

b. PDF Icon: The user will click on PDF Icon to generate m.r. wise sale report in pdf.

c. Print Icon: The user will click on Print Icon to print the report.

d. Share Icon: The user will click on the Share Icon to share report :

WhatsApp: The user will click on WhatsApp icon to share report through WhatsApp.

Email: The user will click on Email Icon to share report through Email.

Send SMS: The user will click on SMS Icon to share report through SMS.